How to configure OSM Worldwide (OSM) in techSHIP [Guide]

This article covers the direct OSM Worldwide connection. EasyPost OSM V2 uses a separate connection and setup.

The OSM Worldwide integration supports:

• Shipment labels and tracking history.

• Signature and adult-signature requests.

• Item details for international shipments.

• Dangerous-goods category submission, subject to carrier and service eligibility.

• Up to four shipment references.

Information to be Provided

Every newly assigned MID must be added by OSM to the approved tracking MID list. Label creation does not establish tracking authorization.

Tracking uses credentials managed by Techdinamics. Customers do not enter a separate tracking username or password. Keep the shipping credentials in place; shipping and tracking credentials serve different purposes.

Specifications and Constraints

Operational Details

The connection submits each package for its own label. International packages include their item descriptions, quantities, values, weights, harmonized codes, and countries of origin.

Voiding resets shipment processing in techSHIP; it does not send a cancellation request to OSM. Confirm any carrier-side handling directly with OSM.

Finalization closes the batch in techSHIP. The integration does not return a carrier manifest document.

Configuring a Baseline Account

A Baseline Account serves as the fundamental connection point between techSHIP and the carrier's system. It acts as a template that holds the credentials and fundamental properties required to process shipments.

The techSHIP AI Assistant is available from the Carrier page for supported Carrier configuration tasks. For detailed conceptual information and advanced configuration, refer to 📄 techSHIP AI Assistant: Overview & Availability [Information].

Adding a Carrier

Before adding an account, you must ensure the Carrier entity is available for your location.

1. Click My Carriers from the left menu under the Carriers category.

2. Click Add Carrier.

   

3. Select the desired Carrier.

You may encounter additional messages depending on the carrier status or your plan:

• Subscription Required (⭐): If the carrier has a star icon, you will see a message stating "To use this carrier, a subscription upgrade is required." Press Contact to Upgrade to proceed.

  

• Carrier Suspended: If the carrier has not been used for an extended period, you will see a message stating “This carrier is currently on hold...” Click Request Assistance to reactivate it.

  

• Setup Fee Waived: If a carrier from the same carrier group is already installed in your location, you can add this carrier without incurring additional fees.

  

4. If needed, update the carrier Name.

5. Click Add Carrier.

   

If the purchase confirmation appears, complete the following steps:

• Review the purchase notice and any applicable charge information.

• Optionally enter a PO Number.

• Select I am authorized to complete this purchase on behalf of my organization.

• Click Purchase to confirm the Carrier addition.

Once the Carrier is added, you will be automatically redirected to the Carrier page to continue setting it up.

6. Enter the Code of the Carrier as it appears in your host system.

The Code of the Carrier must match exactly the value defined in the host system. Any discrepancy (including casing or extra spaces) may prevent the carrier from working correctly.

7. Click Save.

   

If your facility utilizes the centralized Pickup Schedule, we highly recommend adding this new carrier to your calendar now. While not required to process labels, this ensures accurate induction metrics for your Insights dashboards. To learn more, see 📄 Understanding the Centralized Pickup Schedule & Expected Induction Logic [Information].

Adding a Baseline Account

From the Carrier page, click Add Account to create a new Baseline Account.

You will be redirected to the Baseline Account page to complete the setup.

Entering incorrect values will prevent the system from generating shipping labels.

General Tab

In the General tab, define the administrative properties:

• Name: Enter a descriptive name for the account.

Enter a descriptive name based on unique properties. E.g.:

• Carrier Name - Account Number (CarrierX - 123456789)

• Carrier Name - Consolidator Name (CarrierY - MyConsolidator)

• Carrier Name

• Usage: Select the most suitable option:

  • Test: Used for sandbox or onboarding purposes.

  • Production: Used for live shipping.

Keep the Status field set to its default Active value. An account must be Active to remain fully editable. For detailed conceptual information on account statuses, refer to 📄 How to Inactivate and Activate a Carrier Baseline Account [Step-by-Step Guide].

Carrier Tab

On the Baseline Account, enter Access Key, Account number, and, when applicable, Rating Key. Complete the United States sender address.

Labels Tab

The carrier request supports PDF, PNG, and ZPL, with a 4 × 6-inch label size. Use PDF when the workflow requires the connection's combined PDF label output.

Finalizing the Setup

Once you have entered the required information, click Save.

After you save the Baseline Account, check whether the Registration tab or a registration status badge is available.

If neither is available, the Carrier does not use this Registration workflow in techSHIP. If registration is still pending, open the Registration tab and press Registration, then complete 📄 How to Register a Carrier Baseline Account [Step-by-Step Guide] before creating shipments.

From the Carrier page, you can now see the Baseline Account listed with the administrative status Active. The Active status is separate from the account's registration status.

The Baseline Account configuration is now saved. You can continue with Configuring a Client Account below to assign the Baseline Account to a specific Client.

Configuring a Client Account

Adding an Account

Before adding a Client Account, ensure that the Client has been created. For instructions creating a Client, see: 📄 10 - How to create a Client profile [Step-by-Step guide].

1. Click Clients from the left menu under the Clients section.

2. Click the Edit icon for the desired Client.

   

3. Click Add Accounts.

   

4. Optionally, use the Search box to search by Baseline Account Name or Carrier.

5. Select the Baseline Accounts that will serve as the foundation for your new Client Accounts.

6. Click Add Accounts.

   

   A toast notification will confirm the accounts were successfully assigned. Click the Refresh icon if recently added accounts are not displayed.

   

7. Click Edit on each newly created account.

   

8. Configure the available options in each tab (except Carrier).

   

For complete instructions on configuring this settings, see 📄 How to configure the Billing Account General Options tab [Step-by-Step guide].

Carrier Tab

Configure:

• Service code and Package type: Select the enabled shipping service and mail class.

• Override WMS Service Code: Enable to replace the service supplied by the Integrated system.

• OSM Facility: Select the customer-assigned facility.

• MID (provided by OSM): Enter the authorized mailer identifier.

• Adult signature: Select the applicable default.

• Cost Center and Ancillary endorsement: Complete according to the customer's arrangement with OSM.

• Reason for export: Select the appropriate category for international shipments.

• Dangerous Goods Category: Set an appropriate default only for eligible shipments.

• Complete the client sender identity and any required sender-address override.

Specifying Rate Shopping Service Codes

Rate requests require Rating Key. Use only the services enabled for the account.

The current implementation has a destination-postal issue in its rating request. Confirm quotes directly with OSM before relying on Rate Shopping until the deployed correction is confirmed.

For service-filter configuration, see Include or exclude Service Codes when Rate Shopping [Step-by-Step Guide].

Label References

Configure Reference 1 through Reference 4 in the Client Account's General tab, under Labels. Each reference is evaluated for the order and package, then limited to 40 characters.

For guidance, see Using order References in your labels [Step-by-Step guide].

Finalizing the Setup

Once you have entered the required information, click Save.

With the account configured and requirements verified, you can now proceed to process orders as described below.

Configuring an Order

The steps described in this section are not required for carrier setup, and they are offered as an optional review if further order-level configuration is required.

Follow the UI Navigation steps in 📄 05 - How to edit an order’s information - [Step-by-Step guide], using the carrier-specific values provided in this guide.

In the order's carrier-specific settings, select Service code and, when applicable, Signature required.

For an eligible hazardous shipment, enable Dangerous goods and choose Dangerous Goods Category. The order category takes precedence over the client default.

Click Save to apply the order changes, then continue with the standard shipping workflow.

Troubleshooting

• Labels work but tracking events are missing: Confirm that OSM added the shipment's MID to the approved tracking list.

• Tracking authentication error: Contact Techdinamics Support to check the managed tracking connection. Changing the label API credentials does not repair shared tracking authentication.

• No rates: Check Rating Key, enabled services, and the rating limitation described above.

• Incorrect facility or mailer: Review OSM Facility and MID (provided by OSM) on the Client Account.

• Voided shipment still exists with the carrier: A local void does not cancel the carrier shipment. Contact OSM.

• No manifest document: This connection does not supply a carrier manifest.